Authority & Decision-Making Planning

We are not estate planning attorneys.

However, we can help you consider strategies for transferring your assets in the event of death or incapacity.

A qualified attorney can then determine & implement the approach that best fits your situation.

Power of Attorney is often the first building block of an estate plan. It allows you to authorize a trusted individual to manage your financial or medical affairs if you become incapacitated. Without one, your accounts may be inaccessible to others, including your spouse, smaking it difficult to pay bills or handle essential matters during a medical emergency. We recommend consulting a qualified attorney to determine whether a Power of Attorney is appropriate for your situation.

A Durable Power of Attorney takes effect immediately & remains valid if you become incapacitated. It ends only upon your death or if you revoke it in writing.

A Medical Power of Attorney (also called a Health Care Directive) allows you to appoint someone to make medical decisions if you are unable to do so. It must reflect your stated wishes, which may include a Living Will or Do-Not-Resuscitate (DNR) order. You can also name a backup representative in case your primary designee is unavailable.